Executive- Client Onboarding
1 month ago
Key responsibilities
Maintenance of client static data maintenance Handle account opening, closing checks and account updating as per client instruction. This includes review relevant documentation is in place and accurate Undertake reviews of any change maintenance request in relation to KYC Suggest changes in the workflow process for continuous improvements Other relevant activities such as handling reference letter requests, returned mails process and to process the online banking account
Role requirements
Minimum 3 to 7 years of relevant client onboarding/ data maintenance experience in a Bank with preference to Wealth management or Private banking Strong attention to detail, with the ability to multitask and work independently Good communication skills in order interact with various departments Experience in Avaloq is highly desirable-
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